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$MCO

Moody's
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Moody's is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Hohn compounds Moody's over decades: bought at 10x, sold at 20x, rebought at $150▾

Moody's is an essential service with 10% revenue growth over 100 years; intrinsic value compounding matters more than entry multiple — Hohn bought at 10x earnings in financial crisis, sold at 20x, rebought at $150, now $400-500.

chris hohnT1In Good Company with Nicolai Tangen2025-05-14
confidence 88 / 100impact High
key themes
  • Public Markets & Valuation100%
  • AI Applications100%
  • AI Bubble / Capex Debate100%
  • Private Markets100%
  • Energy & Power Generation100%

bull thesis · 1

95 / 100
  • •Hohn compounds Moody's over decades: bought at 10x, sold at 20x, rebought at $150

bear thesis · 0

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mentions · 1

In Good Company with Nicolai TangenSir Chris Hohn | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · last year
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